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Ground Swell Capital’s White Mountains Insurance WTM Stock Holding History

Ground Swell Capital’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-251
Closed -$450K – 222
2024
Q1 		$450K Buy
+251
New +$421K 0.41% 21
2014
Q3 		– Sell
-17
Closed -$10K – 2809
2014
Q2 		$10K Buy
+17
New +$10.1K 0.02% 735

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Ground Swell Capital's WTM Position: Q2 2024 in Review

Ground Swell Capital sold out of White Mountains Insurance (WTM) in Q2 2024, closing a stake of 251 shares — an estimated $450K sold.

Ground Swell Capital first reported a position in WTM in Q2 2014 and held it in 2 quarters. The position peaked at $450K in Q1 2024. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

  • Ground Swell Capital reported no remaining White Mountains Insurance position as of Q2 2024 after selling out during the quarter.
  • Ground Swell Capital sold 251 White Mountains Insurance shares in Q2 2024, an estimated $450K.
  • Ground Swell Capital first reported a position in White Mountains Insurance in Q2 2014 and held it in 2 quarters.
  • Ground Swell Capital's White Mountains Insurance position peaked at $450K in Q1 2024.
  • 306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on Ground Swell Capital's 13F filing for Q2 2024, filed 7 Aug 2024.